Guide to Edit User Information and Permissions
Ryan Alex
Last Update há 3 anos
User Permissions enable you to grant or restrict certain access and capabilities for different team members. Follow these steps below:
- Go to Settings > My Staff to access Team Management and Teams.
- Beneath Team Management, select the User you want to edit (information or permissions). Click Edit.
- To update basic User Info such as name, email, phone number, password, email signature, and calendar assignment, drop down the User Info and make your changes.
- To update User Permissions, drop-down User Permissions and toggle on/off which settings you would like to update.
- To update User Roles, drop-down User Roles and change the user to an admin or a user.
NOTE: If you are the only user, you will not be able to make changes through this option.
- To assign/edit an outbound number assignment or to add in a voicemail recording, drop-down Call and Voicemail Settings.